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LEADERSHIP

MIKE MCGARRY

RICK EHRHART

Diversity and curiosity shape our
thinking and passion for service.

Claire joined the company in 2002. She is responsible for quality assurance, compliance and day-to-day firm administration, including personnel administration. Claire has worked in banking and client support for more than 20 years, most recently as Vice President and Manager of Commercial Systems Support with First Union Corporation (now Wells Fargo Corporation). She studied at the University of Strasbourg, France, and graduated magna cum laude from The Pennsylvania State University with a BS in Secondary Education. In addition to completing post-graduate work in English and Technical Writing at the University of North Carolina at Charlotte, Claire holds her Series 7, Series 24 and Series 99 securities licenses.
CLAIRE JOSEPH
Managing Director - Administration
Joined Company:
2002
Previous Experience:
First Union Corporation (now Wells Fargo)
Charlotte Area Health Education Center
Semester At Sea
Education:
University of Strasbourg, France
The Pennsylvania State University
University of North Carolina at Charlotte
Dream Dinner Guest:
Michelle Obama
In My Spare Time:
Yoga
Inspired By:
Pema Chodron